November 13-15, 2024

The Resort at Pelican Hill
Newport Beach, California

You’re Invited!

Join us for an exclusive, invite only retreat designed to bring together our families, friends, and colleagues, to socialize, learn from thought leaders about hot and emerging topics, relax, and connect.

Event Details

  • Location

    The Resort at Pelican Hill
    Newport Beach, California

  • Dates

    Wednesday November 13 -
    Friday November 15, 2024

  • Questions

    We’re happy to help!
    courtney.bates@penningtonptrs.com

Agenda


DAY 1 / November 13

4:00pm
Check-In

5:30 - 6:45pm
Welcome Reception
The Resort at Pelican Hill, Andrea Dining Room & Terrace

6:45 - 8:30pm
Dinner & Fireside Chat with Former Presidential Candidate Andrew Yang
The Resort at Pelican Hill, Andrea Dining Room
& Terrace

Optional Post Dinner Social
The Resort at Pelican Hill, Lobby Bar & Lounge
Feel free to continue the evening with some social time on your own

DAY 2 / November 14

8:15 - 9:00am
Breakfast & Getting to Know Each Other
The Resort at Pelican Hill, Lower Patio

9:00 - 9:45am
Economy, Investing, Elections: Where Do We Go from Here?
The Resort at Pelican Hill, La Cappella Room

  • Eric Rosen, Founder, The Rosen Report

  • Kent Andrews, Partner & Vice President of Investments, Pennington Partners

9:45 – 11:00am
Lifestyle Medicine for Longevity & Well-Being: A Paradigm Shift

The Resort at Pelican Hill, La Cappella Room

  • Dr. Garth Davis, Lifestyle Medicine Expert and Medical Director, Houston Methodist Comprehensive Weight Management Center

11:00 - 11:15am
Coffee Break & Group Photo

11:15 - 12:00pm
Fireside Chat: Opportunities in Private Equity

The Resort at Pelican Hill, La Cappella Room

  • Jonah Sulak, Managing Partner, Cuadrilla Capital

  • Chris Sznewajs, Managing Partner, Pacific Avenue Capital

  • Wendy Xu, Managing Director or Private Markets, 
Pennington Partners

12:00 - 12:45pm
Lunch
The Resort at Pelican Hill, Lower Patio

1:00 - 5:15pm
Choice of Excursion

6:15pm
Meet up to leave as a group for dinner
The Resort at Pelican Hill, Lobby

7:00 - 9:30pm
Dinner and Entrepreneurial Exit Panel: Journey, Lessons & Leadership
Louie’s By the Bay Restaurant
2801 West Coast Hwy, Newport Beach, CA

  • Brian Caress, Former CEO, Redi Carpet

  • Kevin Chou, Founder & Serial Entrepreneur Unite, Kabam, SuperLayer, Forte, Gen G Sports

  • Adam Francis, Founder & Former President, Host Healthcare

  • Brian Gaister, Co-Founder & CEO, Pennington Partners 

DAY 3 / November 15

8:00 - 8:30am
Meditation & Coffee/Tea

8:30 - 9:30am
Breakfast & Enhancing After-Tax Returns 2.0
The Resort at Pelican Hill, La Cappella Room

  • John Huss, Principal, AQR Capital Management

  • Alex Rongione, Managing Director, Pennington Real Estate Partners

9:30 - 12:00pm
Bonus Excursion: Crystal Cove State Park One-Hour Hike with Naturalist, Joel Robinson

11:00am
Checkout
(Late checkout upon request, subject to availability. We will request late checkout for those participating in the bonus excursion.)

All times are in Pacific Time. Working agenda: times and topics subject to change.

Frequently Asked Questions

We look forward to seeing you this November at The Resort at  Pelican Hill, in beautiful Newport Beach, CA. Here is information to help you plan your trip.

Please check back here for more details to stay up to date! If you have any questions, reach out to Courtney Bates at (202) 654-5830 or courtney.bates@penningtonptrs.com

Accommodations

The Resort at Pelican Hill offers luxurious accommodations with private terraces, elegant decor, marble bathrooms, and beautiful views, providing guests with a serene and opulent retreat.

 

Family First Focus

Pennington Partners reimagines the family office by providing our partners with a holistic solution to growing, protecting and passing on their legacy. 

Our Multi-Family Office addresses challenges inherent in the traditional family office by providing access to a full suite of dedicated investment, tax and estate planning, personal financial administration and health & wellness solutions, delivered with personalized care.

2023 Annual Retreat - A Glimpse from Last Year!

What Participants from Last Year Are Saying…

“Outstanding in every way. The atmosphere was collegial and family-like. The presentations were all thought provoking - and the venue was incredible!”

“It was very well planned, the Pennington team was very engaging. Loved being among a community of people who are inspired to do good for the world.”

“I really enjoyed getting to know the Pennington team better, and it was great meeting attendees at outings and the social events.”

“Can't imagine a better venue or meal or company!”

See you in California!